8/8/2025 | Rockefeller Capital Management L.P. | 289,993 | $2.22M | 0.0% | -2.0% | 0.377% | |
8/8/2025 | Cetera Investment Advisers | 130,627 | $1.00M | 0.0% | +84.6% | 0.170% | |
8/8/2025 | Creative Planning | 12,551 | $96K | 0.0% | N/A | 0.016% | |
8/6/2025 | Legacy Wealth Managment LLC ID | 508,109 | $3.89M | 2.0% | -37.2% | 0.660% | |
8/6/2025 | Wedbush Securities Inc. | 446,375 | $3.42M | 0.1% | -40.1% | 0.580% | |
8/5/2025 | GPS Wealth Strategies Group LLC | 3,200 | $25K | 0.0% | N/A | 0.004% | |
8/5/2025 | Freestone Capital Holdings LLC | 262,925 | $2.01M | 0.1% | -25.0% | 0.342% | |
7/29/2025 | Chicago Partners Investment Group LLC | 56,012 | $400K | 0.0% | -3.7% | 0.073% | |
7/29/2025 | International Assets Investment Management LLC | 301,100 | $2.31M | 0.1% | N/A | 0.391% | |
7/28/2025 | Harbour Investments Inc. | 20,111 | $154K | 0.0% | N/A | 0.026% | |
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7/25/2025 | MGO One Seven LLC | 28,357 | $217K | 0.0% | +9.2% | 0.037% | |
7/25/2025 | Apollon Wealth Management LLC | 41,825 | $320K | 0.0% | +116.0% | 0.054% | |
7/24/2025 | IFP Advisors Inc | 3,700 | $28K | 0.0% | N/A | 0.005% | |
7/22/2025 | Global Assets Advisory LLC | 27,222 | $210K | 0.1% | -74.8% | 0.035% | |
7/21/2025 | Ameritas Advisory Services LLC | 24,944 | $191K | 0.0% | N/A | 0.032% | |
7/18/2025 | PFG Investments LLC | 740,183 | $5.67M | 0.3% | +7.9% | 0.962% | |
7/16/2025 | Freestate Advisors LLC | 10,499 | $80K | 0.1% | N/A | 0.014% | |
7/16/2025 | Cadent Capital Advisors LLC | 255,502 | $1.96M | 0.6% | +6.8% | 0.332% | |
7/14/2025 | AdvisorNet Financial Inc | 5,973 | $46K | 0.0% | +95.5% | 0.008% | |
7/11/2025 | Farther Finance Advisors LLC | 4,525 | $35K | 0.0% | N/A | 0.006% | |
7/10/2025 | Worth Asset Management LLC | 10,667 | $82K | 0.0% | N/A | 0.014% | |
7/9/2025 | Fermata Advisors LLC | 10,839 | $83K | 0.0% | N/A | 0.014% | |
7/9/2025 | Triumph Capital Management | 76,247 | $584K | 0.2% | -24.8% | 0.099% | |
5/21/2025 | Bluefin Capital Management LLC | 12,000 | $97K | 0.1% | N/A | 0.016% | |
5/19/2025 | Jane Street Group LLC | 16,572 | $134K | 0.0% | N/A | 0.022% | |
5/16/2025 | Arete Wealth Advisors LLC | 18,216 | $150K | 0.0% | +15.9% | 0.024% | |
5/16/2025 | Cape Investment Advisory Inc. | 3,592 | $29K | 0.0% | +91.2% | 0.005% | |
5/16/2025 | Legacy Wealth Managment LLC ID | 809,284 | $6.56M | 4.6% | -4.6% | 1.052% | |
5/14/2025 | Ieq Capital LLC | 29,589 | $240K | 0.0% | +80.7% | 0.038% | |
5/14/2025 | Samalin Investment Counsel LLC | 66,208 | $536K | 0.2% | +23.3% | 0.086% | |
5/14/2025 | Kestra Advisory Services LLC | 127,787 | $1.04M | 0.0% | +7.4% | 0.166% | |
5/13/2025 | SFI Advisors LLC | 65,173 | $528K | 0.4% | +174.6% | 0.085% | |
5/13/2025 | Freestone Capital Holdings LLC | 350,614 | $2.84M | 0.1% | +57.9% | 0.456% | |
5/13/2025 | Cresset Asset Management LLC | 30,187 | $245K | 0.0% | -47.2% | 0.039% | |
5/9/2025 | Chicago Partners Investment Group LLC | 58,152 | $474K | 0.0% | -10.2% | 0.076% | |
5/9/2025 | PNC Financial Services Group Inc. | 9,100 | $74K | 0.0% | +550.0% | 0.012% | |
5/8/2025 | First Foundation Advisors | 11,602 | $94K | 0.0% | N/A | 0.015% | |
5/7/2025 | N.E.W. Advisory Services LLC | 4,300 | $35K | 0.0% | N/A | 0.006% | |
5/7/2025 | TCTC Holdings LLC | 5,500 | $45K | 0.0% | N/A | 0.007% | |
5/6/2025 | Cetera Investment Advisers | 70,746 | $573K | 0.0% | +151.7% | 0.092% | |
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5/6/2025 | Wedbush Securities Inc. | 745,271 | $6.04M | 0.2% | +31.3% | 0.969% | |
5/6/2025 | Triumph Capital Management | 101,437 | $822K | 0.3% | -7.4% | 0.132% | |
5/5/2025 | J.W. Cole Advisors Inc. | 266,515 | $2.16M | 0.1% | +75.6% | 0.346% | |
5/5/2025 | Kestra Private Wealth Services LLC | 72,653 | $588K | 0.0% | -4.9% | 0.094% | |
5/5/2025 | Private Advisor Group LLC | 104,732 | $848K | 0.0% | +10.7% | 0.136% | |
5/1/2025 | Stephens Inc. AR | 15,000 | $122K | 0.0% | +50.0% | 0.019% | |
4/30/2025 | M&T Bank Corp | 18,739 | $152K | 0.0% | N/A | 0.024% | |
4/25/2025 | Essex Financial Services Inc. | 25,605 | $207K | 0.0% | -8.4% | 0.033% | |
4/24/2025 | Money Concepts Capital Corp | 308,196 | $2.50M | 0.2% | +61.3% | 0.401% | |
4/23/2025 | Global Assets Advisory LLC | 108,162 | $844K | 0.2% | N/A | 0.141% | |
4/23/2025 | Balboa Wealth Partners | 51,849 | $420K | 0.1% | -45.1% | 0.067% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 89,746 | $727K | 0.0% | +5.2% | 0.117% | |
4/22/2025 | PFG Investments LLC | 685,957 | $5.56M | 0.4% | +10.7% | 0.891% | |
4/21/2025 | Cadent Capital Advisors LLC | 239,213 | $1.94M | 0.7% | -28.6% | 0.311% | |
4/14/2025 | Parisi Gray Wealth Management | 79,108 | $641K | 0.2% | +3.3% | 0.103% | |
4/11/2025 | Oxinas Partners Wealth Management LLC | 115,040 | $932K | 0.6% | -6.2% | 0.150% | |
4/9/2025 | NBC Securities Inc. | 4,000 | $32K | 0.0% | N/A | 0.005% | |
4/7/2025 | AdvisorNet Financial Inc | 3,055 | $25K | 0.0% | N/A | 0.004% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 17,061 | $152K | 0.0% | +16.9% | 0.022% | |
2/24/2025 | Ameriflex Group Inc. | 8,000 | $70K | 0.0% | N/A | 0.010% | |
2/17/2025 | CoreCap Advisors LLC | 4,800 | $43K | 0.0% | -48.0% | 0.006% | |
2/17/2025 | Cresset Asset Management LLC | 57,177 | $508K | 0.0% | +89.4% | 0.074% | |
2/17/2025 | Cetera Investment Advisers | 28,109 | $250K | 0.0% | +53.5% | 0.037% | |
2/17/2025 | Bank of America Corp DE | 30,865 | $274K | 0.0% | -20.0% | 0.040% | |
2/14/2025 | Triumph Capital Management | 109,495 | $972K | 0.3% | -25.8% | 0.142% | |
2/14/2025 | Lido Advisors LLC | 18,294 | $162K | 0.0% | N/A | 0.024% | |
2/14/2025 | Virtus ETF Advisers LLC | 182,235 | $1.62M | 0.7% | +43.1% | 0.237% | |
2/14/2025 | Transce3nd LLC | 5,060 | $45K | 0.0% | N/A | 0.007% | |
2/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 67,052 | $595K | 0.0% | -35.8% | 0.087% | |
2/13/2025 | TT Capital Management LLC | 17,600 | $156K | 0.1% | N/A | 0.023% | |
2/13/2025 | Legacy Investment Solutions LLC | 847,871 | $7.58M | 4.4% | +20,306.0% | 1.102% | |
2/13/2025 | Rockefeller Capital Management L.P. | 97,105 | $862K | 0.0% | +25.5% | 0.126% | |
2/13/2025 | Raymond James Financial Inc. | 229,468 | $2.04M | 0.0% | N/A | 0.298% | |
2/13/2025 | Cerity Partners LLC | 18,595 | $165K | 0.0% | N/A | 0.024% | |
2/13/2025 | Envestnet Asset Management Inc. | 246,876 | $2.19M | 0.0% | +48.5% | 0.321% | |
2/13/2025 | Wedbush Securities Inc. | 567,610 | $5.04M | 0.2% | +17.0% | 0.738% | |
2/12/2025 | Arete Wealth Advisors LLC | 15,721 | $140K | 0.0% | N/A | 0.020% | |
2/12/2025 | World Investment Advisors | 21,830 | $194K | 0.0% | N/A | 0.028% | |
2/12/2025 | Thomas J. Herzfeld Advisors Inc. | 206,460 | $1.83M | 0.6% | +66.0% | 0.268% | |
2/12/2025 | CIBC Private Wealth Group LLC | 4,000 | $36K | 0.0% | -51.9% | 0.005% | |
2/12/2025 | Brown Brothers Harriman & Co. | 10,478 | $93K | 0.0% | N/A | 0.014% | |
2/12/2025 | TrueMark Investments LLC | 157,967 | $1.40M | 0.4% | -48.4% | 0.205% | |
2/12/2025 | Summitry LLC | 12,000 | $107K | 0.0% | N/A | 0.016% | |
2/10/2025 | Commonwealth Equity Services LLC | 103,691 | $921K | 0.0% | +1.6% | 0.135% | |
2/10/2025 | CFO4Life Group LLC | 23,475 | $208K | 0.0% | +29.9% | 0.031% | |
2/10/2025 | Balboa Wealth Partners | 94,508 | $839K | 0.2% | N/A | 0.123% | |
2/6/2025 | Freestone Capital Holdings LLC | 222,083 | $1.97M | 0.1% | +26.1% | 0.289% | |
2/6/2025 | Raymond James Financial Inc. | 229,468 | $2.04M | 0.0% | N/A | 0.298% | |
2/6/2025 | Bard Associates Inc. | 206,667 | $1.84M | 0.6% | -7.9% | 0.269% | |
2/4/2025 | Union Bancaire Privee UBP SA | 3,250 | $27K | 0.0% | N/A | 0.004% | |
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2/3/2025 | Ieq Capital LLC | 16,379 | $145K | 0.0% | N/A | 0.021% | |
2/3/2025 | Private Advisor Group LLC | 94,596 | $840K | 0.0% | +11.9% | 0.123% | |
1/31/2025 | J.W. Cole Advisors Inc. | 151,809 | $1.35M | 0.1% | +38.3% | 0.197% | |
1/30/2025 | Strategic Financial Concepts LLC | 17,760 | $158K | 0.0% | N/A | 0.023% | |
1/28/2025 | Kestra Private Wealth Services LLC | 76,425 | $679K | 0.0% | +4.7% | 0.099% | |
1/28/2025 | Kingsview Wealth Management LLC | 10,000 | $89K | 0.0% | -16.0% | 0.013% | |
1/28/2025 | Apollon Wealth Management LLC | 18,306 | $163K | 0.0% | N/A | 0.024% | |
1/28/2025 | Strategic Financial Concepts LLC | 17,760 | $158K | 0.0% | N/A | 0.023% | |
1/27/2025 | Financial Advocates Investment Management | 76,676 | $681K | 0.0% | -1.6% | 0.100% | |
1/27/2025 | Choreo LLC | 38,856 | $344K | 0.0% | +60.6% | 0.050% | |